Two very interesting new studies on BD by research firms

[Anthony P]

Actually you might be looking at it incorrectly. Notice that the top of the bars is rising as well. The eye is drawn to the bottom of the blue section so it looks very linear, however the top of the bars is moving as well. The YOY increases are substantial. Also I'm not even totally convinced that the increase has to be all that exponential in nature... the growth is completely dependent on broad installation of HDTVs and will be hampered by that dependency.

I was looking at both sides. It might not be exponential, but it still needs to be increasing with each in a none constant way. If a format is not being adopted then it should not be growing and if it is being adopted then the rate should be increasing over time until it reaches close to mass market. It looks like they add somewhere between .8 and .9 each year. Look at the difference between 2008/2009 and 2011/2012.